See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,098 | $138,044+20.3% | $125,339+32.5% | $134,475+23.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.70% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,966 | $5,243-24.4% | $4,814-17.6% | $4,740-16.3% |
| Participant deferral / active EE | $8,175 | $7,799+4.8% | $7,446+9.8% | $6,400+27.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |